Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    360 One Balanced Hybrid
  • Opening:
    4th September 2023
  • Closing:
    18th September 2023
  • Scheme Type:
    Open Ended Dynamic Asset Allocation/Balanced Advantage Fund
  • Minimum Investment:
    Rs. 1000 and in multiples of Re. 1 thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if units are redeemed/switched out on or before 12 months from the date of allotment
  • Thereafter:
    Nil

Fund Stats

Objective

The Investment Objective of the fund is to generate long term capital appreciation/income by investing in equity and debt instruments.

  • Benchmark:

  • NIFTY 50

  • Fund Manager:

  • Mayur Patel , Milan Mody

Asset Allocation

40-60% Equity
40-60% Money Market
Comparable existing schemes
SBI Balanced Advantage Fund 14.26(6M) 15.27(1Y)
HDFC Balanced Advantage Fund 18.69(6M) 21.10(1Y)

Fund Prognosis

Idea Distiller

A new fund from a relatively new house. In a category that has immense competition.

  • Fund House AAUM:

  • Rs. 542146.2 Lakhs (as on 30th June 2023)

  • Fund Manager:

  • Combined experience of above 18 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Nothing at all. There will be some tweaks and that’s about it. At the end of the day it is a Balanced fund.